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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,057 | $171,867-41.2% | $149,721-32.5% | $147,586-31.5% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 7.51% | 2113.36%-2105.9pp | 1501.67%-1494.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $777 | $6,275-87.6% | $5,444-85.7% | $4,876-84.1% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,568-8.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |